Advisor Pricing
Offer clients the “Peace of Mind Proposition” and become their most trusted advisor
Combined Estate Organizer & Executor Toolkit
Advisor License
$199/month or $2,000/year + tax
- For unlimited estate files
- Client pays no annual fees to QE. Cost to client determined by Advisor
- Advisors may give clients access to input and update their own data
- Read-only access to the Executor Toolkit until client dies or advisor activates it
Estate Executor Toolkit Only
Advisor License
$499+ tax
- One-time fee for client, or client executors, NOT using the Estate Organizer
- Cost is chargeable back to the estate, tax deductible by the estate
- Equivalent to less than 2 hours of legal fees
- Optional advisor compensation